Vault-13

WISDOMTREE TR DLS

INTL SMCAP DIV · ETP · CUSIP 97717W760

201 institutional holders -7 vs Q4 2023
7,154,1947.2m shares reported held*
$466.4mreported value*
12 new 64 added 85 reduced 18 sold out net sold ≈ $6.1m (-94.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $65.19.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 193Q4 22: 196Q1 23: 197Q2 23: 190Q3 23: 190Q4 23: 208Q1 24: 201201Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022193
Q4 2022196
Q1 2023197
Q2 2023190
Q3 2023190
Q4 2023208
Q1 2024201

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 82 bought or addedQ4 22: 95 cut or sold outQ4 22Q1 23: 95 bought or addedQ1 23: 79 cut or sold outQ1 23Q2 23: 72 bought or addedQ2 23: 100 cut or sold outQ2 23Q3 23: 79 bought or addedQ3 23: 89 cut or sold outQ3 23Q4 23: 68 bought or addedQ4 23: 98 cut or sold outQ4 23Q1 24: 76 bought or addedQ1 24: 103 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228295
Q1 20239579
Q2 202372100
Q3 20237989
Q4 20236898
Q1 202476103

Biggest buyers

MORGAN STANLEY Added +349,887+349.9k
BANK OF AMERICA CORP /DE/ Added +177,327+177.3k
Compound Planning, Inc. Added +49,277+49.3k
CITADEL ADVISORS LLC Added +45,787+45.8k
Waverly Advisors, LLC New +29,139+29.1k
BIP Wealth, LLC Added +26,067+26.1k
INVENIO WEALTH PARTNERS LLC Added +23,398+23.4k
LPL Financial LLC Added +19,505+19.5k
JPMORGAN CHASE & CO Added +19,324+19.3k
Cetera Investment Advisers Added +9,898+9.9k

Biggest sellers

M Holdings Securities, Inc. Sold out -204,438-204.4k
JANE STREET GROUP, LLC Reduced -124,877-124.9k
AE Wealth Management LLC Sold out -100,964-101.0k
Carlson Capital Management Reduced -82,099-82.1k
O'Connor Financial Group LLC Sold out -61,116-61.1k
ROYAL BANK OF CANADA Reduced -41,432-41.4k
Occidental Asset Management, LLC Sold out -36,186-36.2k
Focus Partners Advisor Solutions, LLC Reduced -31,932-31.9k
Private Advisor Group, LLC Reduced -21,223-21.2k
Savant Capital, LLC Reduced -21,189-21.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Savant Capital, LLC 13G · institution new · filed 2025-11-05 6.3% new 804.7k≈ $67.4m 2025-11-05

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 0.66% of their portfolio ROCKFORD, IL 880,633880.6k $57.4m $57.4m 0.66% Reduced -21.2k -21,189
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 859,143859.1k $56.0m $56.0m 0.00% Added +349.9k +349,887
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 413,092413.1k $26.9m $26.9m 0.00% Added +177.3k +177,327
4 Shakespeare Wealth Management, LLC 4.70% of their portfolio Pewaukee, WI 248,527248.5k $16.2m $16.2m 4.70% Added +9.0k +8,983
5 Freedom Investment Management, Inc. 1.18% of their portfolio SOUTH WINDSOR, CT 225,074225.1k $14.7m $14.7m 1.18% Reduced -8.8k -8,754
6 LRI Investments, LLC 3.40% of their portfolio PALM BEACH GARDENS, FL 206,665206.7k $13.5m $13.5m 3.40% First filing
7 Csenge Advisory Group 0.73% of their portfolio CLEARWATER, FL 200,661200.7k $13.1m $13.1m 0.73% Reduced -2.8k -2,815
8 BIP Wealth, LLC 0.89% of their portfolio ATLANTA, GA 186,813186.8k $12.2m $12.2m 0.89% Added +26.1k +26,067
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 186,294186.3k $12.1m $12.1m 0.00% Reduced -2.3k -2,279
10 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 183,573183.6k $12.0m $12.0m 0.01% Reduced -1.7k -1,731
11 MAI Capital Management 0.10% of their portfolio INDEPENDENCE, OH 153,831153.8k $10.0m $10.0m 0.10% Reduced -15.6k -15,566
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 136,819136.8k $8.9m $8.9m 0.01% Added +9.5k +9,527
13 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 125,595125.6k $8.2m $8.2m 0.01% Reduced -740 -740
14 Checchi Capital Advisers, LLC 0.61% of their portfolio BEVERLY HILLS, CA 119,935119.9k $7.8m $7.8m 0.61% Reduced -18.5k -18,503
15 Evanson Asset Management, LLC 0.44% of their portfolio CARMEL, CA 91,10491.1k $5.9m $5.9m 0.44% Reduced -198 -198
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 84,45384.5k $5.5m $5.5m 0.00% Added +19.5k +19,505
17 Great Point Wealth Advisors, LLC 1.25% of their portfolio BOSTON, MA 82,43282.4k $5.4m $5.4m 1.25% Reduced -2.8k -2,815
18 Telos Capital Management, Inc. 0.59% of their portfolio SAN DIEGO, CA 80,50480.5k $5.2m $5.2m 0.59% Reduced -1.4k -1,423
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 78,21978.2k $5.1m $5.1m 0.00% Added +4.5k +4,534
20 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 77,05577.1k $5.0m $5.0m 0.00% Reduced -3.1k -3,133
21 Alpha Omega Wealth Management LLC 0.90% of their portfolio RICHMOND, VA 73,91273.9k $4.8m $4.8m 0.90% Added +2.0k +2,010
22 Neumann Capital Management, LLC 1.64% of their portfolio FOSTER CITY, CA 70,38970.4k $4.6m $4.6m 1.64% Added +9.0k +9,009
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 65,20165.2k $4.3m $4.3m 0.00% Added +45.8k +45,787
24 Compound Planning, Inc. 0.38% of their portfolio NEW YORK, NY 63,53963.5k $4.1m $4.1m 0.38% Added +49.3k +49,277
25 WESCAP Management Group, Inc. 1.18% of their portfolio Glendale, CA 62,19362.2k $4.1m $4.1m 1.18% Reduced -805 -805
26 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 61,77661.8k $4.0m $4.0m 0.03% Added +7.1k +7,087
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 61,48561.5k $4.0m $4.0m 0.00% Reduced -41.4k -41,432
28 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.12% of their portfolio Seattle, WA 60,27860.3k $3.9m $3.9m 0.12% Added +912 +912
29 Elwood & Goetz Wealth Advisory Group, LLC 0.92% of their portfolio ATHENS, GA 58,16858.2k $3.8m $3.8m 0.92% Reduced -669 -669
30 PrairieView Partners, LLC 0.43% of their portfolio ST. PAUL, MN 57,17957.2k $3.7m $3.7m 0.43% Reduced -956 -956
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 53,88853.9k $3.5m $3.5m 0.00% Added +19.3k +19,324
32 FLOW TRADERS U.S. LLC 0.18% of their portfolio NEW YORK, NY 51,85851.9k $3.4m $3.4m 0.18% Reduced -20.5k -20,461
33 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 46,61046.6k $3.0m $3.0m 0.04% Added +1.6k +1,563
34 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 45,72645.7k $3.0m $3.0m 0.00% Reduced -2.8k -2,818
35 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 45,67045.7k $3.0m $3.0m 0.02% Reduced -21.2k -21,223
36 Kathleen S. Wright Associates Inc. 1.37% of their portfolio PITTSBURGH, PA 44,50544.5k $2.9m $2.9m 1.37% Reduced -1.5k -1,502
37 INVENIO WEALTH PARTNERS LLC 1.55% of their portfolio CORAL GABLES, FL 44,09944.1k $2.9m $2.9m 1.55% Added +23.4k +23,398
38 Regency Capital Management Inc.\DE 1.83% of their portfolio HONOLULU, HI 44,00244.0k $2.9m $2.9m 1.83% Added +262 +262
39 Waterfront Wealth Inc. 0.78% of their portfolio OVERLAND PARK, KS 43,78243.8k $2.8m $2.8m 0.78% Added +4.6k +4,614
40 GHP Investment Advisors, Inc. 0.13% of their portfolio Denver, CO 41,24941.2k $2.7m $2.7m 0.13% Reduced -1.7k -1,684
41 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 40,13040.1k $2.6m $2.6m 0.00% Reduced -4.7k -4,669
42 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 37,43537.4k $2.4m $2.4m 0.02% Reduced -1.4k -1,435
43 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 37,26737.3k $2.4m $2.4m 0.00% Reduced -3.5k -3,456
44 Wealth Architects, LLC 0.32% of their portfolio MOUNTAIN VIEW, CA 37,14737.1k $2.4m $2.4m 0.32% Reduced -61 -61
45 FAMILY WEALTH PARTNERS, LLC 1.34% of their portfolio MATTHEWS, NC 36,29836.3k $2.4m $2.4m 1.34% Reduced -909 -909
46 Sharper & Granite LLC 1.02% of their portfolio EL SEGUNDO, CA 32,70032.7k $2.1m $2.1m 1.02% Reduced -4.2k -4,210
47 SMITHBRIDGE ASSET MANAGEMENT INC/DE 0.43% of their portfolio Chadds Ford, PA 32,14532.1k $2.1m $2.1m 0.43% Added +182 +182
48 McLean Asset Management Corp 0.71% of their portfolio TYSONS, VA 31,95732.0k $2.1m $2.1m 0.71% Reduced -568 -568
49 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 31,04031.0k $2.0m $2.0m 0.02% Added +2.1k +2,118
50 Insight Advisors, LLC/ PA 0.39% of their portfolio Newtown, PA 30,83630.8k $2.0m $2.0m 0.39% Added +2.9k +2,912
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 30,65830.7k $2.0m $2.0m 0.00% Reduced -124.9k -124,877
52 Larson Financial Group LLC 0.15% of their portfolio ST LOUIS, MO 29,74329.7k $1.9m $1.9m 0.15% Reduced -753 -753
53 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 29,13929.1k $1.9m $1.9m 0.04% New
54 Cedar Brook Financial Partners, LLC 0.38% of their portfolio CLEVELAND, OH 29,13629.1k $1.9m $1.9m 0.38% Reduced -6.0k -6,042
55 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 28,88628.9k $1.9m $1.9m 0.00% Reduced -106 -106
56 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 28,81328.8k $1.9m $1.9m 0.07% Added +1.0k +1,003
57 SMITH, MOORE & CO. 0.20% of their portfolio CLAYTON, MO 28,56728.6k $1.9m $1.9m 0.20% Reduced -4.4k -4,447
58 KLR INVESTMENT ADVISORS, LLC 1.26% of their portfolio PROVIDENCE, RI 27,58927.6k $1.7m $1.7m 1.26% Added +1.6k +1,633
59 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,26327.3k $1.8m $1.8m 0.00% Reduced -17.7k -17,713
60 Bristlecone Advisors, LLC 0.15% of their portfolio BELLEVUE, WA 25,66225.7k $1.7m $1.7m 0.15% Reduced -59 -59
61 FFG RETIREMENT ADVISORS LLC 1.14% of their portfolio CENTENNIAL, CO 24,80224.8k $1.6m $1.6m 1.14% Added +502 +502
62 Investors Research Corp 0.38% of their portfolio ATLANTA, GA 24,60724.6k $1.6m $1.6m 0.38% Reduced -1.9k -1,890
63 RITHOLTZ WEALTH MANAGEMENT 0.05% of their portfolio NEW YORK, NY 23,54823.5k $1.5m $1.5m 0.05% Reduced -5.5k -5,468
64 Beaird Harris Wealth Management, LLC 0.13% of their portfolio DALLAS, TX 20,69620.7k $1.3m $1.3m 0.13% Reduced -291 -291
65 Smartleaf Asset Management LLC 0.26% of their portfolio BOSTON, MA 20,20120.2k $1.3m $1.3m 0.26% Reduced -2.5k -2,490
66 Marathon Strategic Advisors, LLC 1.58% of their portfolio PITTSBURGH, PA 19,86619.9k $1.3m $1.3m 1.58% Added +394 +394
67 Addison Advisors LLC 0.44% of their portfolio MIDDLEBURY, VT 19,47919.5k $1.3m $1.3m 0.44% Reduced -70 -70
68 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 18,47218.5k $1.2m $1.2m 0.03% Reduced -31.9k -31,932
69 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 16,73416.7k $1.1m $1.1m 0.03% Added +1.6k +1,580
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 16,24516.2k $1.1m $1.1m 0.00% Added +368 +368
71 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 15,57615.6k $1.0m $1.0m 0.00% Reduced -624 -624
72 CoreCap Advisors, LLC 0.05% of their portfolio SOUTHFIELD, MI 15,50015.5k $1.0m $1.0m 0.05% Reduced -107 -107
73 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 14,94014.9k $974.0k $974.0k 0.00% Reduced -2.6k -2,561
74 SILVER OAK SECURITIES, INCORPORATED 0.15% of their portfolio JACKSON, TN 14,83714.8k $967.5k $967.5k 0.15% Added +249 +249
75 Tortoise Investment Management, LLC 0.11% of their portfolio WHITE PLAINS, NY 14,46914.5k $943.5k $943.5k 0.11% Reduced -1.4k -1,400
76 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,43314.4k $941.2k $941.2k 0.00% Added +9.9k +9,898
77 Bruce G. Allen Investments, LLC 0.75% of their portfolio DENVER, CO 13,99314.0k $912.5k $912.5k 0.75% Added +546 +546
78 One Capital Management, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 13,10513.1k $854.6k $854.6k 0.03% Unchanged
79 Windward Private Wealth Management Inc. 0.33% of their portfolio OVERLAND PARK, KS 12,42412.4k $810.2k $810.2k 0.33% Reduced -89 -89
80 Carlson Capital Management 0.04% of their portfolio NORTHFIELD, MN 12,36412.4k $806.3k $806.3k 0.04% Reduced -82.1k -82,099
81 Betterment LLC 0.00% of their portfolio NEW YORK, NY 12,09212.1k $789.0k $789.0k 0.00% Added +465 +465
82 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 11,55311.6k $753.4k $753.4k 0.01% Added +838 +838
83 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 11,15611.2k $727.5k $727.5k 0.03% Reduced -1.4k -1,449
84 True Wealth Design, LLC 0.18% of their portfolio AKRON, OH 10,90210.9k $710.9k $710.9k 0.18% Reduced -25 -25
85 Robinswood Financial LLC 0.30% of their portfolio KIRKLAND, WA 10,66010.7k $692.4k $692.4k 0.30% Added +6 +6
86 HEARTLAND ADVISORS INC 0.04% of their portfolio MILWAUKEE, WI 10,43610.4k $680.5k $680.5k 0.04% Reduced -524 -524
87 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,12010.1k $659.9k $659.9k 0.00% Added +376 +376
88 Wescott Financial Advisory Group, LLC 0.08% of their portfolio Philadelphia, PA 10,06910.1k $656.6k $656.6k 0.08% Reduced -1.9k -1,905
89 REAP Financial Group, LLC 0.18% of their portfolio AUSTIN, TX 9,98310.0k $651.0k $651.0k 0.18% Reduced -1.6k -1,624
90 My Legacy Advisors, LLC 0.21% of their portfolio BEND, OR 9,5059.5k $619.8k $619.8k 0.21% Reduced -645 -645
91 Sound Stewardship, LLC 0.36% of their portfolio Overland Park, KS 9,0409.0k $589.5k $589.5k 0.36% Reduced -208 -208
92 LANARK FINANCIAL, INC. 0.06% of their portfolio BIRMINGHAM, AL 9,0019.0k $586.0k $586.0k 0.06% Added +3.7k +3,733
93 Capital Analysts, LLC 0.03% of their portfolio FORT WASHINGTON, PA 8,7448.7k $570.0k $570.0k 0.03% Added +961 +961
94 Williams & Novak, LLC 0.62% of their portfolio WESTLAKE VILLAGE, CA 8,5458.5k $545.6k $545.6k 0.62% Unchanged
95 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 8,5308.5k $556.2k $556.2k 0.02% Reduced -15 -15
96 Lester Murray Antman dba SimplyRich 0.17% of their portfolio CARLSBAD, CA 7,9958.0k $522.0k $522.0k 0.17% Unchanged
97 AllSquare Wealth Management LLC 0.30% of their portfolio ALBANY, NY 7,8707.9k $513.2k $513.2k 0.30% Unchanged
98 Camelot Portfolios, LLC 0.49% of their portfolio Maumee, OH 7,6717.7k $500.2k $500.2k 0.49% Reduced -2.2k -2,193
99 FSA Advisors, Inc. 0.54% of their portfolio TROY, MI 7,6717.7k $500.2k $500.2k 0.54% Added +2.1k +2,057
100 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,6077.6k $496.1k $496.1k 0.00% Reduced -8.3k -8,276